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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,334 | $202,342-61.8% | $172,752-55.2% | $152,897-49.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 94.09% | 1029.83%-935.7pp | 802.97%-708.9pp | 345.43%-251.3pp |
| Employer contribution / active EE | $24,582 | $5,858+319.6% | $5,144+377.9% | $4,764+416.0% |
| Participant deferral / active EE | $15,294 | $5,948+157.1% | $5,198+194.2% | $5,851+161.4% |
| Admin fee / account holder | $120 | $17,111-99.3% | $13,955-99.1% | $11,599-99.0% |